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UnitedHealth

3,132 hedge funds and large institutions have $240B invested in UnitedHealth in 2025 Q2 according to their latest regulatory filings, with 275 funds opening new positions, 1,275 increasing their positions, 1,412 reducing their positions, and 646 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

42% less capital invested

Capital invested by funds: $417B → $240B (-$177B)

57% less first-time investments, than exits

New positions opened: 275 | Existing positions closed: 646

67% less funds holding in top 10

Funds holding in top 10: 22373 (-150)

Holders
3,132
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
73
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.3B
Puts
$12.1B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPH
3701
Pure Portfolios Holdings
Oregon
RIM
3702
Reliant Investment Management
Tennessee
CCP
3703
Cushing Capital Partners
Wisconsin
MWM
3704
Massachusetts Wealth Management
Massachusetts
RC
3705
Rareview Capital
Nevada
OA
3706
Oxbow Advisors
Texas
WF
3707
Whelan Financial
California
DTC
3708
Davidson Trust Company
Washington
SFG
3709
Stonebridge Financial Group
Pennsylvania
AWAP
3710
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
AWC
3711
Adamsbrown Wealth Consultants
Kansas
ACA
3712
Ascension Capital Advisors
Texas
HCM
3713
Hodges Capital Management
Texas
HCM
3714
Hutner Capital Management
Vermont
LAM
3715
Lifestyle Asset Management
Texas
MPW
3716
MGO Private Wealth
California
FFWA
3717
Forthright Family Wealth Advisory
Texas
SCM
3718
Sterneck Capital Management
Missouri
CFO
3719
Collective Family Office
Pennsylvania
LGW
3720
Leslie Global Wealth
Illinois
GRA
3721
Golden Road Advisors
Florida
FIG
3722
FSA Investment Group
Florida
MCM
3723
Mengis Capital Management
Oregon
BCM
3724
BluePath Capital Management
Georgia
PCMF
3725
Private Capital Management (Florida)
Florida